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Fitters beneficiary form 2026

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  1. Click ‘Get Form’ to open the fitters beneficiary form in the editor.
  2. Begin by filling out the 'Single Primary Beneficiary' section. Enter the name, relationship, address, city/state/zip, and phone number of your chosen primary beneficiary.
  3. If you have multiple primary beneficiaries, navigate to that section. List each beneficiary's name, percentage of benefit (ensuring total equals 100%), relationship, address, city/state/zip, and phone number.
  4. Complete the participant information at the bottom of the form. Include your Participant I.D. Number, Social Security Number, printed name, telephone number, signature, email address (optional), and date.
  5. If applicable, ensure your spouse signs the 'Spousal Consent for Community Property States' section if you live in a community property state and are not naming them as a primary beneficiary.

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